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Portfolio (Quarterly) Guide ↗

Valtinson Bruner Financial Planning LLC

· CIK 0001761450
13F Portfolio $399M AUM 189 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 189 New
Page 1 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ICSH ISHARES TR 812,880.0 $41.1M 10.30% NEW $50.58 -0.0%
2 BUFR FIRST TR EXCHNG TRADED FD VI 663,198.0 $24.2M 6.07% NEW $36.53 +2.5%
3 XTWY BONDBLOXX ETF TRUST 603,424.0 $22.6M 5.67% NEW $37.53 -4.9%
4 EDV VANGUARD WORLD FD 335,469.0 $21.8M 5.47% NEW $65.08 -6.6%
5 SPYM SPDR SERIES TRUST 231,448.0 $20.3M 5.10% NEW $87.88 +3.2%
6 VUSB VANGUARD BD INDEX FDS 331,292.0 $16.5M 4.13% NEW $49.78 -0.0%
7 SPYV SPDR SERIES TRUST 265,947.0 $16.2M 4.05% NEW $60.79 +4.5%
8 BUFQ FIRST TR EXCHNG TRADED FD VI 405,747.0 $15.9M 3.99% NEW $39.27 +1.1%
9 HWKN HAWKINS INC Basic Materials 86,525.0 $12.3M 3.08% NEW $142.10 -17.7%
10 SPDW SPDR INDEX SHS FDS 236,479.0 $11.9M 2.99% NEW $50.39 +3.1%
11 INNOVATOR ETFS TRUST 489,751.0 $11.0M 2.76% NEW $22.51
12 SPEM SPDR INDEX SHS FDS 202,052.0 $10.5M 2.62% NEW $51.78 +2.1%
13 BMAY INNOVATOR ETFS TRUST 189,813.0 $9.0M 2.25% NEW $47.35 +2.6%
14 FAPR FIRST TR EXCHNG TRADED FD VI 146,856.0 $6.9M 1.72% NEW $46.74 +2.2%
15 AAPL APPLE INC Technology 18,883.0 $5.5M 1.37% NEW $289.36 +8.6%
16 VB VANGUARD INDEX FDS 17,564.0 $5.3M 1.33% NEW $303.11 +0.4%
17 SRLN SSGA ACTIVE ETF TR 124,429.0 $5.0M 1.26% NEW $40.29 +1.1%
18 BMAR INNOVATOR ETFS TRUST 70,212.0 $4.0M 1.01% NEW $57.63 +2.4%
19 VO VANGUARD INDEX FDS 50,001.0 $4.0M 1.01% NEW $80.57 +3.1%
20 FJUN FIRST TR EXCHNG TRADED FD VI 65,191.0 $3.9M 0.98% NEW $59.95 +2.3%
Page 1 of 10  ·  189 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Basic Materials 24.5%
Financial Services 20.0%
Healthcare 6.6%
Industrials 5.1%
Utilities 4.6%
Consumer Cyclical 3.5%
Communication Services 2.8%
Consumer Defensive 2.7%
Energy 2.1%